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AGILIS PARTNERS LLC: VNQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AGILIS PARTNERS LLC on VNQ, newest first. How the timeline and the estimate are built.

AGILIS PARTNERS LLC held 64,137 VNQ shares at 2024-12-31 per its 13F-HR filed 2025-01-30.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 64,137 shares
    Change vs previous 13F +2,238 shares

    1.72% of the 13F portfolio, value $5,713,324.

    13F-HR 0001633903-25-000001 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-09-30
    13F 61,899 shares
    Change vs previous 13F -3,107 shares

    1.69% of the 13F portfolio, value $6,030,201.

    13F-HR 0001633903-24-000007 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-06-30
    13F 65,006 shares
    Change vs previous 13F +1,205 shares

    1.66% of the 13F portfolio, value $5,444,903.

    13F-HR 0001633903-24-000005 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-03-31
    13F 63,801 shares
    Change vs previous 13F 0 shares

    1.41% of the 13F portfolio, value $5,517,510.

    13F-HR 0001633903-24-000004 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2023-12-31
    13F/A 63,801 shares
    Change vs previous 13F -8,592 shares

    1.48% of the 13F portfolio, value $5,637,456.

    13F-HR/A 0001633903-24-000003 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-09-30
    13F 72,393 shares
    Change vs previous 13F 0 shares

    1.97% of the 13F portfolio, value $5,477,000.

    13F-HR 0001633903-23-000007 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-06-30
    13F 72,393 shares
    Change vs previous 13F +1,207 shares

    2.36% of the 13F portfolio, value $6,049,000.

    13F-HR 0001633903-23-000004 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-03-31
    13F 71,186 shares
    Change vs previous 13F not available

    2.61% of the 13F portfolio, value $5,911,000.

    13F-HR 0001633903-23-000003 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).